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NSC | Show Customer and Project List

edited Oct 21, 2022 8:37PM in SuiteCloud / Customization

Create a Custom Transaction Line Field with a List/Record Type and is applied to Journal Entry to be able to show the list of Customers and Projects on a Journal Entry.

Note that this is also applicable to other Transactions desired.

1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New

2. Label: Enter Label

Example: Customer/Projects

3. Type: Select List/Record

4. List/Record: Select Entity

5. Store Value: Enter Checkmark

6. Click Applies To

○ Journal: Enter Checkmark

7. Click Sourcing & Filtering

○ Filter Using: Select Type

○ Compare Type: Select equal

○ Value is: Select Customer and Job

8. Click Save

As we can see on the steps, the

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